Wealth Consultant Partner- Palm Beach, FL

Charles Schwab Inc.•Palm Beach Gardens, FL

1d•$25 - $47•Onsite

About The Position

At Schwab, the Wealth Consultant Partner works on the Ultra High Net Worth team, supporting Wealth Consultants and their clients through high-touch service, coordinated guidance, and disciplined follow-through. The role involves preparing for client meetings, building and refreshing client plans, supporting onboarding, resolving inquiries, and identifying opportunities to deepen client relationships. The partner works independently and with teams across Schwab, using client relationship management, problem solving, and priority management to move complex work forward accurately and efficiently. The role also requires adaptability to changing markets, client life events, and competing needs, and collaboration to connect clients with appropriate specialists and solutions. This client-facing role offers hands-on experience supporting complex client relationships and planning needs, along with mentorship and opportunities to build wealth management expertise, advisory skills, and business development capabilities. The position helps connect clients and consultants, uncover opportunities, and deliver a consistent, high-quality client experience. The role provides a potential path toward Wealth Consultant or other leadership, wealth management, branch, service, and support opportunities. The selected candidate is expected to work on site in Palm Beach, Florida. In addition to the salary range, the role is eligible for bonus or incentive opportunities.

Requirements

Bachelor’s degree or equivalent work-related experience.
At least 2 years of financial services industry experience.
Active and valid FINRA Series 7 license.
Active and valid FINRA Series 66 license, or active Series 63 and 65 licenses; the required license may be obtained as a condition of employment.
Client relationship management, customer orientation, problem-solving, priority management, attention to detail, communication, adaptability, and collaborative relationship-building skills.
Ability to identify client needs and relationship development opportunities.
Ability to use multiple digital tools while maintaining attention to detail.
Ability to follow policies, procedures, and ethical standards.

Nice To Haves

FINRA Series 66 (63/65) license and Life & Health Insurance license; these will be required during tenure in the job.
Notary commission or ability to obtain one after hire.
Experience with client planning, onboarding, operations, or project coordination.

Responsibilities

Prepare for client meetings.
Build and refresh client plans and support retirement planning.
Support client onboarding.
Research and resolve client and operational inquiries.
Provide high-touch client service and disciplined follow-through.
Identify client needs, referrals, prospect engagement, and opportunities to deepen or expand relationships.
Coordinate with Wealth Consultants, specialists, and support teams to connect clients with appropriate solutions.
Manage priorities across meetings, follow-up, and onboarding.
Maintain accurate client information and documentation while following policies, procedures, and ethical standards.